MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.13%
4,075
-250
127
$335K 0.12%
+15,382
128
$334K 0.12%
2,807
129
$332K 0.12%
2,488
130
$330K 0.12%
16,331
+2,632
131
$329K 0.12%
1,991
+179
132
$322K 0.12%
2,125
133
$320K 0.12%
+6,307
134
$317K 0.12%
895
+1
135
$311K 0.11%
4,350
-651
136
$310K 0.11%
4,022
+6
137
$310K 0.11%
902
+106
138
$302K 0.11%
2,211
139
$302K 0.11%
2,237
140
$297K 0.11%
540
-10
141
$292K 0.11%
2,411
-50
142
$288K 0.11%
4,100
+14
143
$282K 0.1%
3,835
-120
144
$278K 0.1%
4,120
145
$277K 0.1%
1,955
-852
146
$277K 0.1%
15,875
147
$273K 0.1%
1,300
-321
148
$270K 0.1%
1,104
-354
149
$270K 0.1%
+14,000
150
$257K 0.09%
+3,022
4 5
6
7 8